Getting Started with Your New Super Admin Account — Classic

Welcome

Your Super Admin account has been created or reactivated. This article walks you through the most important things to do first.

Step 1 — Log in

Go to your portal URL directly — it will look like www.sertifi.com/yourpropertyname. If your property uses SSO (Single Sign-On), log in with your Enterprise ID instead of a username and password.

Step 2 — Review your current users

1. Go to Administration > View Admins.
2. Review the list of active users, their roles, and their status.
3. Disable any accounts for employees who have left the property.

Step 3 — Check security group settings

1. Go to Administration > Account Settings > Security Settings.
2. Confirm the right users are in the correct security groups (Can View Unmasked CC, Clones & Refunds).
3. Remove any former employees from security groups.

Step 4 — Confirm notification settings

1. Go to Administration > Account Settings > Email Settings.
2. Confirm the notification email addresses are current — especially the payment receipt address and any Blind CC recipients.

Step 5 — Confirm Real Time Updates (if using Salesforce or Opera)

1. Go to Administration > Account Settings > Real Time Updates.
2. Click Test to confirm the integration is working.

Key things only Super Admins can do

• Add, edit, or deactivate user accounts
• Change user roles
• Manage security groups and credit card viewing permissions
• Update portal settings, notification preferences, and branding
• Connect or reconnect Salesforce or Opera integrations

Still need help?

Contact Sertifi Support at [e-mail] with your portal name.